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Troy J
Series 63, Series 66
Fort Mill, SC
LPL Financial
Troy Jackson Jr. is a financial advisor with LPL Financial located in Fort Mill, SC, holding Series 63 and Series 66 credentials and bringing 42 years of industry experience. His prior roles include positions at Ameritas Investment Corp and Ameritas Life Insurance Corp. He also serves as Vice President in financial institution duties at South State Retirement Services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a broad range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and various investment strategies.
Kara B
Series 66
Fort Mill, SC
LPL Financial
Kara Burkholder is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 12 years of industry experience. She has been with LPL Financial since 2013 and concurrently works at South Carolina Bank and Trust since 2006. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting services with both discretionary and non-discretionary management options.
Richard S
Series 63, Series 65
Fort Mill, SC
LPL Financial
Richard Spatola Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 25 years of industry experience. He has been associated with South State Bank (formerly South Carolina Bank and Trust) and LPL Financial since 2007. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.
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